HBC Financial Services’s Zillow Z Stock Holding History

HBC Financial Services’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$14K	Hold	200	–	–	0.01%	109
2024 Q3	$11K	Hold	200	–	–	0.01%	117
2024 Q2	$9K	Hold	200	–	–	0.01%	118
2024 Q1	$8K	Hold	200	–	–	0.01%	116
2023 Q4	$11K	Hold	200	–	–	0.01%	109
2023 Q3	$9K	Hold	200	–	–	0.01%	117
2023 Q2	$10K	Hold	200	–	–	0.01%	110
2023 Q1	$9K	Hold	200	–	–	0.01%	135
2022 Q4	$7K	Hold	200	–	–	0.01%	123
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	129
2022 Q2	$7K	Hold	200	–	–	0.01%	135
2022 Q1	$8K	Hold	200	–	–	0.01%	127
2021 Q4	$12K	Sell	200 -20	-9%	-$1.44K	0.01%	120
2021 Q3	$20K	Buy	220 +20	+10%	+$2.02K	0.01%	96
2021 Q2	$20K	Hold	200	–	–	0.01%	107
2021 Q1	$28.3K	Hold	200	–	–	0.02%	94
2020 Q4	$28K	Hold	200	–	–	0.02%	87
2020 Q3	$21K	Hold	200	–	–	0.02%	98
2020 Q2	$12K	Hold	200	–	–	0.01%	109
2020 Q1	$6K	Hold	200	–	–	0.01%	130
2019 Q4	$9K	Buy	+200	New	+$7.45K	0.01%	139

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return